Category: Result driven marketing practices

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Two RED FLAGS that Slow Business Growth

Business growth is not just about competency, it’s about being able to articulate what you do and why you do it in a way that is clear, compelling and repeatable. There are two red flags that quickly indicate the marketing aspect of your business is holding you back. Before I even begin my coaching process I ask every advisor  “Why should I do business with you?” they all struggle to de...

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She Raised $9 Million in 6 Months

She came to me with a unique vision of what she wanted to create as a financial advisor, her passion for this vision was clear but the picture was quite fuzzy.   What she wanted to accomplish was so contrary to what the industry teaches that her unique vision was muddled by traditional stogy concepts. It took a good deal of coaching, brainstorming and peeling the onion to uncover and reveal he...

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Advisors are Making the Switch and Profiting From It

I get it, making the switch is hard but the impact on your business will be AMAZING and totally worth the effort. It’s not physically hard it’s often mentally hard, but when you make the shift everything in your business becomes easier.  Your activities will become more purposeful and you will become way more productive and profitable.  Once you can overcome the mental roadblocks, former p...

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How to Turn a Resistant Prospect into a New Client

We have all experienced that prospect who expresses a desire and commitment to move forward but continues to procrastinate. Based on their interest you continue to follow up but get little to no response.   You often begin to doubt your value and question your presentation skills. You leave phone messages and send follow-up emails, however, overtime you start to feel like a stalker. But what a...

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A new model that is designed for women and the next decade of business

Advisors by now you must recognize the women’s market is a very viable and essential opportunity for the growth of your business. Here’s the problem. The traditional model of prospecting selling and closing is failing you. You see women don’t like to be prospected, they don’t want to be sold to and they don’t want to be closed on. That’s why we have created ...

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How to Grow Your Financial Practice Like a Successful Winery

You are probably wondering how wines apply to building a financial practice so let me get to the point. The wine business is highly competitive like the financial advisory practice. In Napa Valley there are over 600 wineries likewise I’m sure there are hundreds of financial advisors in your area as well. They all have wines but some are boutiques and have highly defined niches with limite...

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Financial Advisors Learn Why Women Find Money Boring

What if I told you that women aren’t dense about money… they just find it boring. Starting at an early age male and female brains develop differently. Young girls begin shifting outward, craving more interaction, relationships and communication aspects that are not necessarily associated with solving mathematical problems or waiting or beakers to boil. Thus from an early age math and sci...

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The most lucrative demographic since the onset of the baby boomers

Marketing to women is not only the most lucrative demographic since the onset of the baby boomers, but the transformation you’ll undergo as you develop a female-friendly practice will bring unbelievable focus, clarity, and conviction, all of which have the power to draw better, more highly qualified clients to your business. Using The Keys to the Ladies Room model as your guide, everything yo...

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A Coaching Checklist – What you can accomplish

Every coaching program is different and there are thousands to choose from, how do you determine which one will provide the greatest impact on growing your business and enhancing your life? As a former advisor I too used a coach even before business coaching was popular, while I gained some value in the process it was more about the structure and accountability, not really things I needed. I r...

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The Perfect Event Combination to Attract Women with Money.

Women are leery, that’s the bottom line. And women are not stupid, when they get an invitation to a nice event free of charge they know you will want something from them, or at least that is what they are thinking.  But when you charge for an event, when a woman is asked to invest in herself and pay for your value, well now you are singing a whole new tune. There is tremendous value in prov...

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Advisors This May Sound Harsh and It May Be True For You Too!

I am about to say something that may sound a little harsh, but it’s true and it needs to be said… If you say you focus on women then either put up or shut up because women can see right through you. It’s true! Women are already leery of advisors, questioning what you say and whether you are trustworthy from the start. So many advisors claim they focus on women when their process is ...

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Male advisors get it and are “Kicking it”

Calling all Male Advisors. Women aren’t’ the only advisors who can build a highly effective and productive female focused practice. If you enjoy working with women, have a desire to make an impact on their future and have a deep respect for the challenges they face and the responsibilities women carry in life, then your ability to attract more women to your practice is truly unlimited. By...

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For Advisors, results don’t get better than this

For Advisors, Results Don’t Get Better Than This

Isn’t this what every advisor aspires to? In preparation for our weekly coaching call Lisa a financial advisor in PA shared these results: Adri, I’ve brought in several new clients this year, worth several millions. I’ve got a pipeline of prospects & inquiries. I’ve been asked by several people to partner with them on my seminars / workshops. People connect with my story ...

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Why You NEVER Offer a Free Financial Consultation to Women

Why You NEVER Offer a Free Financial Consultation to Women

Women don’t want to be pushed or cajoled into a meeting, they want to know what is the purpose for the meeting, what will be required of them and what they will leave with. A free consultation is way to ambiguous, they don’t really know what they are signing up for much less what they will get out of the meeting and their underlying fear is that they will be pressured to sign on the dotted l...

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A GREAT Ad to Promote Your Financial Practice

I have a quick question for you.  . . What are your actions telling your female clients? Audi the luxury car company spent millions to promote this video during the Super Bowl where most of the listeners were men and it’s all about empowering women.  What were they crazy or just smarter than the rest of us?!? This video was shocking and effective and a GREAT lesson for financial advisors. ...

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Advisor fees decreasing and workload increasing; a new option for you

The new fiduciary rules your role as a Financial Advisor are more than just making investment recommendations. With fees decreasing, Advisors are now asked to add more value and make less. Your focus in 2017 must be about adding more value. Value that goes beyond just the investments, which takes more time and energy, you now must do more and make less. But what if you had a process that reduc...

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9 Easy Ways Advisors Launch Their Focus on Women

You have developed a new message and brand focused on women, so now what? “Build it they will come” is a great concept but unless you are ACTIVELY sharing your message and brand, life could get pretty lonely. As you develop your marketing strategy you must focus on both PASSIVE as well as ACTIVE strategies. You need both and each enhances the results of the others. PASSIVE strategies are m...

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Want more Female clients? This is what you need!

Many advisors think it’s enough to read a few articles on how to connect with a wealthy female client……but let me assure you, that just won’t cut it! Remember, women can smell lack of commitment a mile away. And wealthy women are especially adept at screening out people who are attracted to their money.If you waste your time dabbling in the women’s market, you will just dilute your p...

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Don’t Let One Jerk Derail Your Focus On Women

This is the time of the year to be thankful for our families, our business, our clients and the successes we’ve achieved. I’m thankful for all of you and look forward to meeting and mentoring even more of you in 2017 (see below for more details on this!).   One of the things I’m not thankful for….people who try to stop others on their road to success.  One of my own cl...

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Why Inspiration Trumps Accountability

When you need to have accountability, there is something missing inside of you. When you are inspired and your purpose and passions are working together you won’t need anyone to help you move forward.  That’s what happens when I help advisors focus on the women’s market, it’s not just a simple strategy it’s truly a transformational experience that inspires, energizes and re-engages th...

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What happens when your passion and purpose collide Part II?

Click here to read Part I.As I look back on these periods of my life I see a distinct pattern. Each time I was in a position to build and lead a team combined with the ability to support and inspire women.  Sometimes these experiences last years, but in most cases life gets in the way and changes your path sooner than expected. Or perhaps it’s just a moment in time, a short period here and ...

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What Happens When Your Passion And Purpose Collide?

How to define your Purpose and Passion as a Financial advisor PART IThere are moments in our life where everything is working like magic. Life seems amazing, even challenges present an opportunity to excel. Looking back, this is a time in your life when it seemed everything you did worked, when God and all the energies of the universe were working with you, moving you forward. It is in these momen...

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Do you know what women want from your practice?

Women’s Seminars That Turn Women OFFOK Really? It’s 2016 and I just reviewed a women’s retirement presentation designed by one of the top broker dealers in the country. My blood is boiling. It looks no different than a retirement presentation hosted in the 1980’s to address men and retirement, the only difference is the statistics have changed and they have added new women stats.  It was ...

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Is Your Career Your Real Passion?

He is a million+ producer with a team of assistants to make his business run smoothly. He reached out looking to focus on women and the divorce market…or so he thought; he ended up getting so much more. From the moment we met and started working together I knew he was different, he was very authentic, cared deeply about his business and was sincerely interested in seeing his team of young women ...

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Are You Ready for The Keys to the Ladies Room?

Marketing to women is not only the most lucrative demographic since the onset of the baby boomers, but the transformation you’ll undergo as you develop a female-friendly practice will bring unbelievable focus, clarity, and conviction, all of which have the power to draw better, more highly qualified clients to your business. Using The Keys to the Ladies Room model as your guide, everything yo...

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Three-Step Guide to Dramatically Transform Your Conversations with Women

Which option would you choose to transform your relationship with affluent women?The challenges many women face when it comes to money are far greater than just the dollars and cents. The issues often run deeper, creating an underlying issue that prevents growth and financial confidence. Until women understand their attitude and relationship with money, they may continue to struggle in their desir...

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What if you’re different than the typical industry advisor but can’t articulate how?

You know you are different than most Advisors and you don’t want to be considered typical, in fact you loathe the typical advisory process and often try and distance yourself.You care deeply about your clients, are highly ethical and totally committed to taking your clients on a journey that will lead to financial freedom.You know you are different than the typical industry advisor but can’t f...

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It Only Took 2 Months To Reach Her 6 Month Goal

She just landed a $3,000,000 account and it was effortless, that’s when she knew her marketing to women approach was working. She started with no database so working together we developed her highly compelling and authentically focused message, she was quite clear she wanted to focus on women.  She knew she needed to add more leads, connections, and potential clients to her database as this wou...

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How Marketing to Women becomes a Fountain of Growth for Advisors

    A handful of advisors have found the ‘Fountain of Growth’ for their business. They have found a way to maintain a high level of energy and enthusiasm for years, an internal program that immediately gets results and increases with time, along with a strategy that is not only enjoyable to implement but attracts more referrals consistently with no extra effort. We are all looking for...

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3 Simple MUST HAVE Marketing Tools for Financial Advisors

You find that most of your clients are actually women. You love helping the women in your book of business and they love what you do for them. They appreciate your gentle style and ability to communicate with them, which helps to build a trusting relationship. Without even trying women are referred to you, yet nothing in your message brand or website speaks women.If you are already getting referra...

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3 Advisors, 3 Scenarios Getting BIG Results

 You too can have BIG results like the advisors below:In less than 3 months Monica transformed the direction, focus and enthusiasm for her business, she had no idea it could all happen that fast.  She had built a great practice and was well respected as an Advisor at Morgan Stanley. She knew she loved her job but something was missing.  She lacked motivation, her daily routine had become ju...

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Financial Advisors: How To Close With A Softer Touch

‘Closing the deal’ is a term that makes many advisors blood curdle and often creates internal conflicts especially for women. Traditional “closing’ skills feel high pressured, manipulative and calculated with little focus on the needs of the client and totally focused on racking up new accounts and more production for the advisor. While it seems it is the only way to get the business t...

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Ask Adri: How do I get qualified referrals using a script?

Dear Adri,I want more referrals and am hosting my first women’s event as a way to get more introductions and referrals from existing clients.  In the past I’ve asked clients to bring a friend but that approach doesn’t seem to generate the quantity and quality of leads I’m looking for. What is the best way to inspire them to actually bring someone that is appropriate for my business?-Looki...

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Financial Advisor Asks: Can women be a secondary market for me?

Dear Adri, If I want to focus more on women do I have to make it my complete focus? What about all my existing clients, if I start marketing more to women will I alienate the men. I see the importance of focusing on women just not sure what’s the best path for me to take. -Signed Ready to focus Dear Ready to Focus, The beautiful aspect of the women’s market is that it can be a primary OR s...

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An Investment Philosophy that gets Women to take action

Women have many questions: Why you care about her? Why you do what you do? Why you make the investment decisions that you do? Yet most advisors, even those who claim to be Women’s Wealth Specialists, tend to drown women (and sometimes men) in long winded explanations of their credentials, experience and investment process.  Many advisors think words such as, ‘asset allocation’ an...

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One Simple Thing Financial Advisors Can Do To Attract Women Clients

Don’t you get bored doing the same old thing day after day, month after month, year after year? Granted routine is nice but maybe it’s time to really have some fun with your business. When you approach your business focused on what works for women, that need to be stodgy and impress them with your professionalism falls away. You don’t have to worry about not looking or acting like the most s...

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Why your story about women generates immediate results

Women love a good story, especially when it is sincere, authentic and meaningful. Creating a successful practice focused on women starts with your story, which then impacts how you present your practice, how you implement your practice, and the environment you create for women to feel comfortable and empowered. Your story “Why Women” becomes the foundation to a whole new client experience that...

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Just having a “Way” with women isn’t enough for advisors

If you say you focus on women then either put up or shut up because women can see right through you. Women are already leery of advisors, questioning what you say and whether you are trustworthy from the start. So many advisors claim they focus on women when their process is no different than every other advisor. Women want to see that something is different about your practice and just having a ...

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3 Powerful Strategies With Just One Seminar

When selecting a seminar for women be sure it does more than just give you a script, the content should be highly engaging, something every woman can enjoy, while providing additional methods to grow your business.The key to any seminar strategy is consistency, doing and marketing the same event over and over, so you need an event that is fun, interactive, adaptable to many situations, and most im...

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5 Drip Sample Email Scripts for Financial Advisors

Without a good drip email process you are letting a lot of business slip through your fingers.  While a phone call, face-to-face opportunity, seminar and even conference call helps you initiate a new relationship, an effective drip email process helps to maintain and elevate that relationship with just the click of your key board.The challenge is with so many emails filling an inbox you must make...

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How to Build a Business from Scratch Without Cold Calling

Cold calling may still work for many advisors but for most female advisors it is often the path to failure. While this activity has served a valuable purpose in the financial services industry, perhaps it’s time to move on.  Cold calling is such a linear activity; with no room to truly multi-task, such a repetitive act often drives women to suicidal boredom and does little to leverage their n...

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Not all advisors will choose this path but the impact is amazing

Your story “Why you do what you do” is the heart and soul of your business, it is what inspires others regardless of their age, gender or net worth. Your story is the ultimate source of success culminating in a business that fulfills you emotionally and financially and provides deep and endearing value to your clients.  It builds instant trust, likability and authenticity. It gives others a q...

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How to Motivate Prospects to Call You Back

This is actually a very common problem for most advisors that causes tremendous amounts of frustration; we have a simple solution that works like magic!PROBLEM:  You met with an ideal prospect that had a need and you presented the solutions. They left the meeting seeming very committed to moving forward but they wanted time to think and review all that you shared. You promised to follow up. A wee...

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How to Accelerate Growth with Women in 2016

Would you like one of these stories to be your story?She closed on a $12,000,000 account by focusing on his wife.He landed a $10,000,000 account by sharing his story “Why women”.She generated 4 leads from her 401K presentation to men with a topic about women.He gained a 90% appointments from his seminar by saying “Ladies I want to hear from YOU.”She generated 2 HNW appointments from a netw...

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What is your 2016 marketing success strategy?

In just a few weeks they transformed their message from an old brown bag process to a ‘Tiffany box approach’ attracting immediate attention from women, men and the millennial generation. Four weeks ago they had no message, no brand and no real strategy, especially when marketing to women. But after a few weeks, 3 group calls and some online coaching their message was transformed. They now had ...

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Give A Gift That Keeps On Giving (to your bottom line)

Scientific evidence has proven that feeling grateful in all aspects of your life has an amazing impact on the quality of your life.  While many of us have been reading books, attending teleclasses and live workshops focused on gratitude and the law of attraction, today science has validated this concept giving it more credence. There are many advisors who feel there is no need to send gifts, they...

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Exciting Changes Afoot At Adri Miller Consulting

You know the saying “No moss grows under a rolling stone”? Well we are rolling here at Adri Miller Consulting. Here are some recent updates with more to come: The Savvy Women Invest ON Purpose Seminar got a face lift, same valuable content with a new updated look and feel making it even more female friendly. In celebration of this make over we have great savings available through the month ...

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Why Every Financial Team Needs a Female Advisor

Male and Female Advisors each bring a unique set of skills to the business, and when the chemistry between partners is a good fit their ability to capture more business can become unstoppable… leading to more referrals, assets and production well beyond the next decade. The key to a highly productive gender balanced team is understanding your partner’s natural strengths, trusting their judg...

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Why Your Story Could Be Worth $6.2 million

In a national study, when rating their level of satisfaction women are least satisfied with the financial services industry than any other industry. This low level of satisfaction leads to a high level of distrust, making your ability to attract and retain women clients even more difficult. You see most women you pursue as a client often believe that you only care about her because you want her ...

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How to Engage Your Audience

The first five minutes of your presentation can be the catalyst to a successful event and can have a dramatic impact on getting the results you want. Getting the audience engaged in the topic helps highlight why they want and need to be listening to the presentation. Simply stated they want to know “What’s in it for them”. In most cases you need to set the tone for why this is important info...

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